TRANSITUS WEALTH PARTNERS LLC

210-4 Avondale Ave
Wilmington, North Carolina 28403-7059
Tel: 910-395-1991

About TRANSITUS WEALTH PARTNERS LLC

TRANSITUS WEALTH PARTNERS LLC, formally registered with the SEC as TRANSITUS WEALTH PARTNERS LLC. The firm was established in 12/09/2020. They have over 2 offices throughout the country.

TRANSITUS WEALTH PARTNERS LLC is a Wilmington, North Carolina based Financial Planning firm with nearly $227,897,299 assets under management, offering retirement planning & investment advisory services to 811 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311298
SEC#	801-119910
Assets Managed by Firm	$227,897,299
No. of Clients	811
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	811	$227,897,299
Individuals (other than high net worth individuals)	251	$73,435,262
High net worth individuals	71	$154,462,037

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